Investmark Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
5,164
+7
| +0.1% | +$1.36K | 0.47% | 49 |
|
|
2025
Q1 | $970K | Buy |
5,157
+7
| +0.1% | +$1.32K | 0.48% | 43 |
|
|
2024
Q4 | $953K | Buy |
5,150
+9
| +0.2% | +$1.67K | 0.47% | 46 |
|
|
2024
Q3 | $976K | Buy |
5,141
+9
| +0.2% | +$1.71K | 0.47% | 45 |
|
|
2024
Q2 | $895K | Buy |
5,132
+6
| +0.1% | +$1.05K | 0.48% | 45 |
|
|
2024
Q1 | $918K | Buy |
5,126
+129
| +3% | +$23.1K | 0.5% | 46 |
|
|
2023
Q4 | $826K | Buy |
4,997
+6
| +0.1% | +$992 | 0.48% | 47 |
|
|
2023
Q3 | $758K | Buy |
4,991
+116
| +2% | +$17.6K | 0.51% | 43 |
|
|
2023
Q2 | $769K | Buy |
4,875
+34
| +0.7% | +$5.37K | 0.51% | 43 |
|
|
2023
Q1 | $737K | Sell |
4,841
-5,437
| -53% | -$828K | 0.54% | 41 |
|
|
2022
Q4 | $1.56M | Buy |
10,278
+5,398
| +111% | +$819K | 1.16% | 24 |
|
|
2022
Q3 | $663K | Sell |
4,880
-35
| -0.7% | -$4.76K | 0.6% | 39 |
|
|
2022
Q2 | $712K | Sell |
4,915
-689
| -12% | -$99.8K | 0.7% | 32 |
|
|
2022
Q1 | $930K | Buy |
5,604
+450
| +9% | +$74.7K | 0.96% | 24 |
|
|
2021
Q4 | $865K | Buy |
+5,154
| New | +$865K | 0.81% | 25 |
|